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Global Financial Private Client’s Vanguard S&P 500 ETF VOO Stock Holding History

Global Financial Private Client’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Buy
18,336
+1,160
+7% +$773K 3.42% 3
2026
Q1 		$10.3M Buy
17,176
+1,940
+13% +$1.21M 3.36% 3
2025
Q4 		$9.55M Sell
15,236
-507
-3% -$315K 3.35% 3
2025
Q3 		$9.64M Buy
15,743
+817
+5% +$482K 3.43% 3
2025
Q2 		$8.48M Sell
14,926
-111
-0.7% -$58.3K 3.18% 4
2025
Q1 		$7.73M Buy
15,037
+1,154
+8% +$624K 2.95% 5
2024
Q4 		$7.48M Buy
13,883
+579
+4% +$314K 2.81% 5
2024
Q3 		$7.02M Sell
13,304
-334
-2% -$170K 2.74% 5
2024
Q2 		$6.82M Sell
13,638
-956
-7% -$460K 2.85% 5
2024
Q1 		$7.01M Buy
14,594
+617
+4% +$282K 3.01% 5
2023
Q4 		$6.11M Sell
13,977
-323
-2% -$132K 2.86% 5
2023
Q3 		$5.62M Sell
14,300
-216
-1% -$88.3K 2.9% 5
2023
Q2 		$5.92M Sell
14,516
-64
-0.4% -$24.7K 2.91% 5
2023
Q1 		$5.51M Buy
14,580
+677
+5% +$248K 2.84% 5
2022
Q4 		$4.88M Sell
13,903
-1,565
-10% -$553K 2.73% 5
2022
Q3 		$5.21M Sell
15,468
-3,111
-17% -$1.14M 3% 5
2022
Q2 		$6.51M Buy
18,579
+4,390
+31% +$1.65M 3.68% 3
2022
Q1 		$5.91M Sell
14,189
-376
-3% -$154K 2.86% 8
2021
Q4 		$6.36M Buy
14,565
+485
+3% +$205K 3.07% 7
2021
Q3 		$5.62M Buy
14,080
+1,072
+8% +$435K 2.89% 8
2021
Q2 		$5.15M Buy
13,008
+4,500
+53% +$1.73M 2.87% 10
2021
Q1 		$3.13M Buy
8,508
+679
+9% +$241K 2.25% 12
2020
Q4 		$2.69M Buy
7,829
+238
+3% +$77.6K 2.14% 14
2020
Q3 		$2.35M Buy
7,591
+168
+2% +$51.2K 2.04% 15
2020
Q2 		$2.12M Buy
7,423
+474
+7% +$128K 1.84% 15
2020
Q1 		$1.57M Buy
6,949
+5,591
+412% +$1.57M 1.66% 14
2019
Q4 		$402K Buy
+1,358
New +$384K 0.34% 73

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Global Financial Private Client's VOO Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, buying an estimated $773K and bringing the position to 18,336 shares worth $12.6M. The position accounts for 3.42% of the portfolio, ranked #3.

Global Financial Private Client first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Global Financial Private Client held 18,336 shares of Vanguard S&P 500 ETF worth $12.6M as of Q2 2026.
  • Global Financial Private Client bought 1,160 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $773K.
  • Vanguard S&P 500 ETF made up 3.42% of Global Financial Private Client's portfolio in Q2 2026, its #3 holding.
  • Global Financial Private Client first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.